Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thomas is a financial professional with over five years of experience in the industry. David is currently a registered representative with PFS Investments Inc. located in Winter Park, FL. David holds Series 6, Series 63, and SIE licenses and is registered in Florida and Georgia. Prior to joining PFS Investments Inc., David was registered with AVANTAX INVESTMENT SERVICES, INC. in Gotha, FL. David has experience providing financial advice to individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
FL
09/20/2023 - Present
PFS Investments Inc. (WINTER PARK FL)
FL
12/06/2018 - 08/23/2023
AVANTAX INVESTMENT SERVICES, INC. (GOTHA FL)
BC
Issued 02/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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